LifeGoal Investments provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning and consulting services, including retirement strategy, risk management, tax reduction, and estate preservation. Investment strategies are tailored to individual client goals and objectives. LifeGoal Investments may use sub-advisors to manage client portfolios.
Assets Under Management$360M
Clients291
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $40.0M | 0.40% |
| $40M+ | Included |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...